Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

FX & Rates

<ul><li>revised Fed call expects easing in September with four consecutive cuts</li><li>ECB in data watching mode, final cut expected in October</li><li>Sweden may see lower growth due to trade war impact, inflation to decrease in the autumn, risk of falling below 2% next year. Norway has solid growth outlook, inflation above two and a half percent, minimal exposure to trade war.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

revised Fed call expects easing in September with four consecutive cutsECB in data watching mode, final cut expected in OctoberSweden may see lower growth due to trade war impact, inflation to decrease in the autumn, risk of falling below 2% next year. Norway has solid growth outlook, inflation above two and a half percent, minimal exposure to trade war.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Rates, FX & Economics: Scandinavian macro, FX, and rates update

<ul>
<li>Norges Bank expected to cut rates later in the second half of the year, with further cuts expected in September and December</li>
<li>Riksbank cut rates as predicted, with markets pricing in additional cuts by December</li>
<li>Bank of England kept rates on hold, with no major surprises in their delivery</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Norges Bank expected to cut rates later in the second half of the year, with further cuts expected in September and December
Riksbank cut rates as predicted, with markets pricing in additional cuts by December
Bank of England kept rates on hold, with no major surprises in their delivery

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Rates: European rates Scandi and UK central bank round up

<ul><li>Concerns about US fiscal policy have pushed term premium higher in the US, leading to a steeper yield curve globally.</li><li>US-China tariff de-escalation and improved sentiment have reduced recession risks in the US, leading to higher GDP forecasts and reduced easing expectations from central banks.</li><li>In Sweden, GDP forecasts have been revised higher, with a 25 basis point rate cut expected from the Riksbank in June. Opportunities in Sweden include cautious long positions in duration.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Concerns about US fiscal policy have pushed term premium higher in the US, leading to a steeper yield curve globally.US-China tariff de-escalation and improved sentiment have reduced recession risks in the US, leading to higher GDP forecasts and reduced easing expectations from central banks.In Sweden, GDP forecasts have been revised higher, with a 25 basis point rate cut expected from the Riksbank in June. Opportunities in Sweden include cautious long positions in duration.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Rates: Scandinavian interest rate update

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

<ul><li>Welcome to the second research piece in our “Business Cycle Week”.</li><li>In this edition of the series on the business cycle, we will focus on whether FX markets sniff out the cycle ahead of other asset markets.</li><li>Is the USD a bellwether of global trends or is it just a saying?</li></ul>

Welcome to the second research piece in our “Business Cycle Week”.In this edition of the series on the business cycle, we will focus on whether FX markets sniff out the cycle ahead of other asset markets.Is the USD a bellwether of global trends or is it just a saying?

FX Watch: Have FX Markets Sniffed out an Upcoming Rebound?

<ul>
<li>Danish Consumers stronger than its neighbors due mortgage structures and lower inflation rates</li>
<li>Norges Bank selling too many NOK’s in the market compared to its income from dividends and oil &amp; gas</li>
<li>Sweden’s high beta industry suffering under inflation and rates shock </li>
</ul>


Danish Consumers stronger than its neighbors due mortgage structures and lower inflation rates
Norges Bank selling too many NOK’s in the market compared to its income from dividends and oil &amp; gas
Sweden’s high beta industry suffering under inflation and rates shock 


Norway

The Norwegian krone is the official currency of the Kingdom of Norway.  The US dollar is the official currency of the United States of America.

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NOK (USDNOK CURNCY)

Global Rates, FX & Economics: Scandinavian macro, FX, and rates update

Central banks are expected to adjust monetary policy in response to economic conditions, with the Fed projected to make consecutive rate cuts and...

At Any Rate

Global Rates: European rates Scandi and UK central bank round up

The Norges Bank is expected to make its first rate cut later in the second half of the year, with money markets pricing in a low probability for...

At Any Rate

Global Rates: Scandinavian interest rate update

Various global economic factors, including US fiscal policy, trade tensions between the US and China, and monetary policies of central banks like...

At Any Rate

FX Watch: Have FX Markets Sniffed out an Upcoming Rebound?

In this edition, we will focus on whether FX markets sniff out the cycle ahead of other asset markets. Is the USD a bellwether of global trends or...

Steno Research

FX Watch: The Scandinavian FX Massacre

Norges Bank finally made a decent attempt at underpinning the NOK, but the issue is that rates don't really matter for the NOK.

Steno Research

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